Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-5,278
Closed -$496K 282
2019
Q3
$496K Sell
5,278
-375
-7% -$35.2K 0.16% 139
2019
Q2
$475K Sell
5,653
-60
-1% -$5.04K 0.15% 148
2019
Q1
$481K Hold
5,713
0.14% 144
2018
Q4
$424K Buy
5,713
+1,860
+48% +$138K 0.16% 137
2018
Q3
$326K Buy
+3,853
New +$326K 0.11% 174